Graham Allen

Finance

Consumer Services

Profile

Mr. Nigel G.
Allen is a Director & Senior Portfolio Manager at Tortoise Credit Strategies LLC.
He has over 40 years of investment industry experience.
His primary responsibilities include developing and directing the international portfolio strategy, including currency hedging and trading for the core plus total return strategy.
His analysis of international bond markets and economics contributes to the firm’s overall global macro, top-down strategy for all portfolios.
Previously, Mr. Allen was the chief fixed income officer at Wells Capital Management from 1998 to 2002, where he developed overall investment policies and strategies for $15 billion in long-term and $85 billion in short-term fixed income investment portfolios.
While at Wells, he managed 25 professionals involved in long-term fixed income investing across a variety of styles and asset classes including core, core plus, municipals, high yield, international, short duration and corporate bonds.
He also oversaw 15 fixed income mutual funds.
He began his career as an equity investment analyst for CIN Investments, formerly the National Coal Board Pension Funds, one of the largest public pension funds in Europe.
In 1982, at CIN Investments, he was promoted to portfolio manager, managing U.K.
capital goods equities and ultimately became deputy director of marketable securities with responsibilities overseeing multi-billion dollar equity portfolios including capital goods, retailing and overseas markets.
In 1988, he also served as vice president, investments for Heron Financial in Los Angeles, one of the largest private companies in the U.K.
at the time.
His duties at Heron Investments included overseeing strategic acquisitions as well as managing high yield portfolios for the company’s Arizona-based financial subsidiary.
Mr. Allen attended Harrow and Watford Colleges in London.
He holds the Fellow Chartered Management Accountant designation awarded by the U.K.
accounting body.

Former positions of Graham Allen

Companies	Position	End
Bradford & Marzec LLC Bradford & Marzec LLC Investment ManagersFinance Founded in 1984, Bradford & Marzec LLC is a registered investment advisor located in Los Angeles, California. In 2016, Tortoise Credit Strategies, LLC, part of the Tortoise Investments family, acquired Bradford & Marzec LLC, along with key Bradford & Marzec employees through a Tortoise-supported management buy-out.	Analyst-Fixed Income	2016-06-19
Tortoise Credit Strategies LLC Tortoise Credit Strategies LLC Investment ManagersFinance Tortoise Credit Strategies LLC is an investment advisor headquartered in Leawood, Kansas. It was founded by Bradley Beman and H. Kevin Birzer in 2015. The firm is wholly-owned by Tortoise Borrower LLC, ultimately held by Tortoise Investments LLC. Tortoise Credit Strategies provides investment advice to individuals, high net-worth individuals, pension and profit-sharing plans, Taft-Hartley and other ERISA plans, state or municipal government entities, financial intermediaries, insurance companies, charitable organizations, foundations, endowments, other investment advisers, pooled investment vehicles, trust programs, registered mutual funds, corporations, and other businesses and entities.	Investment Committee Member	-
Heron Financial Group LLC Heron Financial Group LLC Investment ManagersFinance Heron Financial Group LLC, dba Wealthspire Advisors (Wealthspire), is a SEC-registered investment advisor headquartered in New York City. The firm was founded by David Edwards in 2007, and is the successor business to Heron Capital Management, Inc., founded in 1996. In 2023, they were acquired by Wealthspire Advisors LLC, which is ultimately owned by NFP Holdings LLC. Wealthspire offers personalized confidential financial planning, estate planning, and investment management to individuals and families, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses.	Corporate Officer/Principal	-
Allspring Global Investments LLC Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals.	Director of Finance/CFO	-

See the detail of Graham Allen's experience

Training of Graham Allen

Harrow College

Undergraduate Degree

Experiences
Positions held

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Inactive

Listed companies

Private companies